Some possible solutions when Epicor's 'Copy to Excel' is not working.


  1. Re-install Epicor 
  2. Re-Install Excel (or repair the O365 installation)
  3. Delete their Windows User Profile and re-create it.  
  4. The solution for me was to clear the cache using file explore. To do this, close Epicor entirely, make sure its not running in task manager, then navigate to C:\ProgramData\Epicor (note ProgramData needs to be made visible in File Explore) then delete the sub folders.